Field marketers can create multi-offer On-demand Campaigns
and Lists by selecting a template in which a corporate marketer or administrator
already set up the necessary segments, flowcharts, and workflows.
About this task
The instructions below describe the steps to take before
the field marketer creates the On-demand Campaign or List to be performed
by others that are working with Campaign and Distributed Marketing templates.
Procedure
- Create flowcharts and forms for your On-demand Campaign
or List.
Ensure the following:
- The flowcharts create different segments.
- The Segment Codes are written to the List Manager table.
- Create an On-demand Campaign or List template and add forms
as a custom tab.
- Modify the workflow.
For each List Review
system task:
- Click the task name.
The task properties
window is displayed.
- Complete the task properties window as desired.
In the Segment Code field, enter the
appropriate segment name as it is displayed in the flowchart that
is used to create your forms/tabs.
- Create an On-demand Campaign or List by using the template.
- Start the On-demand Campaign or List.